Patriot Financial Group Insurance Agency, LLC Pacer Fds Tr Cash Cows Fd Fds Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$36.53 - $40.04 $88,256 - $96,736	2,416 Added 35.84%	9,157 $366,000
Q2 2024 Jul 26, 2024	BUY	$37.17 - $39.26 $54,528 - $57,594	1,467 Added 27.82%	6,741 $250,000
Q1 2024 Apr 30, 2024	BUY	$35.51 - $39.29 $187,279 - $207,215	5,274 New	5,274 $207,000

Others Institutions Holding HERD

# of Institutions

Shares Held

1.62M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

201K
Shares

$7.85 Million
0.0% of portfolio
Envestnet Asset Management Inc

196K
Shares

$7.68 Million
0.0% of portfolio
Advisory Resource Group

195K
Shares

$7.64 Million
1.86% of portfolio
Cetera Investment Advisers Schaumburg, IL

162K
Shares

$6.33 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

155K
Shares

$6.08 Million
0.01% of portfolio

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